Commonwealth Financial Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Commonwealth Financial Services’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-664	Closed	-$26.1K	–	275
2016 Q4	$26K	Buy	664 +392	+144%	+$14.6K	0.03%	120
2016 Q3	$10K	Hold	272	–	–	0.01%	173
2016 Q2	$10K	Sell	272 -2,176	-89%	-$78.5K	0.01%	178
2016 Q1	$89K	Hold	2,448	–	–	0.13%	61
2015 Q4	$89K	Sell	2,448 -636	-21%	-$23.1K	0.3%	58
2015 Q3	$106K	Sell	3,084 -24,892	-89%	-$897K	0.12%	57
2015 Q2	$1M	Sell	27,976 -60,536	-68%	-$2.19M	1.09%	6
2015 Q1	$3.19M	Buy	88,512 +2,720	+3%	+$95.8K	2.81%	6
2014 Q4	$2.96M	Buy	+85,792	New	+$2.78M	2.65%	6

Other funds holding IYC

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Commonwealth Financial Services's IYC Position: Q1 2017 in Review

Commonwealth Financial Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2017, closing a stake of 664 shares — an estimated $26.1K sold.

Commonwealth Financial Services first reported a position in IYC in Q4 2014 and held it in 9 quarters. The position peaked at $3.19M in Q1 2015. 124 funds tracked by Wall St. Rank hold IYC as of Q1 2017.

Commonwealth Financial Services reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2017 after selling out during the quarter.
Commonwealth Financial Services sold 664 iShares US Consumer Discretionary ETF shares in Q1 2017, an estimated $26.1K.
Commonwealth Financial Services first reported a position in iShares US Consumer Discretionary ETF in Q4 2014 and held it in 9 quarters.
Commonwealth Financial Services's iShares US Consumer Discretionary ETF position peaked at $3.19M in Q1 2015.
124 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.